Level Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Level Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$744K	Buy	22,886 +1,010	+5%	+$34K	0.28%	30
2026 Q2	$694K	Sell	21,876 -6,677	-23%	-$212K	0.28%	28
2026 Q1	$876K	Sell	28,553 -2,347	-8%	-$71.2K	0.41%	26
2025 Q4	$848K	Buy	30,900 +2,633	+9%	+$71.6K	0.43%	25
2025 Q3	$772K	Buy	28,267 +147	+0.5%	+$4.01K	0.41%	25
2025 Q2	$745K	Buy	28,120 +149	+0.5%	+$3.89K	0.43%	23
2025 Q1	$782K	Buy	27,971 +135	+0.5%	+$3.76K	0.51%	18
2024 Q4	$760K	Buy	+27,836	New	+$791K	0.54%	18

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Level Wealth Management's SCHD Position: Q3 2026 in Review

Level Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.6% in Q3 2026, buying an estimated $34K and bringing the position to 22,886 shares worth $744K. The position accounts for 0.28% of the portfolio, ranked #30.

Level Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. The position peaked at $876K in Q1 2026. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Level Wealth Management held 22,886 shares of Schwab US Dividend Equity ETF worth $744K as of Q3 2026.
Level Wealth Management bought 1,010 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $34K.
Schwab US Dividend Equity ETF made up 0.28% of Level Wealth Management's portfolio in Q3 2026, its #30 holding.
Level Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
Level Wealth Management's Schwab US Dividend Equity ETF position peaked at $876K in Q1 2026.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.